WCM
Wealthcare Capital Management Portfolio holdings
AUM
$946M
1-Year Return
10.81%
This Quarter Return
+5.23%
1 Year Return
+10.81%
3 Year Return
+31.19%
5 Year Return
+37.28%
10 Year Return
+79.52%
AUM
$997M
AUM Growth
+$54.7M
(+5.8%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
90.05%
Holding
94
New
10
Increased
35
Reduced
30
Closed
12
Top Buys
| 1 |
Sprott Physical Gold
PHYS
|
$36M |
| 2 |
Invesco
IVZ
|
$11.7M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.49M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.63M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.28M |
Top Sells
Sector Composition
| 1 | Financials | 1.28% |
| 2 | Technology | 0.53% |
| 3 | Consumer Discretionary | 0.2% |
| 4 | Communication Services | 0.12% |
| 5 | Energy | 0.1% |
